Understand the friction
We speak with the people doing the work and inspect the relevant setup, data and process.
HubSpot consultancy and optimisation
Get more from the HubSpot you already have
We find the friction, underused capability and avoidable admin holding your team back, then turn the best opportunities into practical improvements.
Quick answer
HubSpot consultancy improves the CRM you already have. Project36 starts with the work that's causing friction, checks the relevant data, setup and process, then agrees and delivers practical changes. That can include clearer pipelines and ownership, simpler automation or reporting your team can use.
Key takeaway: Agree the process and data definitions before automating them. More workflows won't fix unclear ownership.
Do you need a focused change or a wider review?
| Your situation | A useful next step | What to keep in mind |
|---|---|---|
| You know which handoff, pipeline or workflow needs to work better | Discuss a focused consultancy project | We'll check connected data and processes before agreeing the scope; not every request needs custom development. |
| Several teams have problems and the underlying cause isn't clear | Start with a HubSpot audit | An audit prioritises the issues. Implementing the recommendations is separately agreed. |
| You need a delivery partner as priorities keep changing | Discuss Flex | Flex supports ongoing improvement with agreed priorities, rather than every change running at once. |
Most of HubSpot's value is already paid for
You don’t need to arrive with a technical brief. Start with the report you keep rebuilding, the leads nobody owns, the process people work around or the feature you’re paying for but not using.
We look at how HubSpot supports marketing, sales and customer service today, where the experience breaks down and which changes could make a meaningful difference.
What better can look like
Less repetitive administration
Clearer ownership and follow-up
Reporting people can use
Better use of existing HubSpot capability
A prioritised improvement plan
From useful question to working change
Find the worthwhile changes
We separate useful improvements from expensive distractions and agree priorities.
Make the changes
We configure, build, test and explain the work rather than leaving you with recommendations.
Check the effect
We review what changed in practice and identify what deserves attention next.
The sale that almost got away
Abandoned-cart work helped London Diamonds generate £27,000 to £54,000 in additional monthly revenue.
Read the client storyReading on this.
All InsightsCRM and revenue operations
Your Business Grew. Did Your HubSpot Grow With It?
Official definitions of a 'small business' are changing. For a founder, this is a prompt to ask: is the HubSpot that got us here ready for where we go next?
ReadDrift and alignment
Your HubSpot Reports Are Lying To You. Here's How To Fix Them.
Can you prove your marketing ROI? If your HubSpot data is messy, the answer is no. Here’s how to build reports your CEO will actually trust.
ReadCRM and revenue operations
HubSpot reverses its data enrichment and AI terms update. What it means for your portal
HubSpot has confirmed it won't proceed with the 1 July 2026 terms changes on data enrichment, contact discovery and AI. Customer CRM data stays under customer control, and any future enrichment features will be opt-in. Here's what I'd do with the breathing room.
ReadUseful preparation
Useful things to know
Yes. We keep what is useful, identify what needs to change and explain the order that makes sense.
No. We work across marketing, sales and customer service, including the processes and information connecting them.
See it working for a team like yours
A live demo built around your scenarios. We’ve been running HubSpot demos since 2016.
Related ways we can help
Practical HubSpot training
We train people using your setup, your processes and the work they actually do, so learning turns into better everyday habits.
Find out moreBreeze AI implementation and management
We help you put Breeze to work on specific jobs, with a clear purpose, controlled usage and a way to judge the result.
Find out moreFlex subscription
Consultancy, hands-on delivery and support across marketing, sales and customer service, so HubSpot keeps up as your business changes.
Find out more
What do you wish HubSpot could do?
Tell us about the time-consuming task, disconnected system or idea you haven’t quite worked out yet.
HubSpot for B2B revenue operations
Project36 is a UK CRM and Revenue Operations consultancy specialising in HubSpot. We help B2B companies connect CRM structure, implementation, adoption, reporting, integrations and AI.